Psagot Value Holdings’s Whirlpool WHR Stock Holding History

Psagot Value Holdings’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,000	Closed	-$585K	–	391
2018 Q2	$585K	Hold	4,000	–	–	0.03%	170
2018 Q1	$612K	Buy	4,000 +3,400	+567%	+$568K	0.03%	182
2017 Q4	$101K	Hold	600	–	–	﹤0.01%	234
2017 Q3	$111K	Buy	600 +150	+33%	+$26.8K	﹤0.01%	242
2017 Q2	$86K	Buy	+450	New	+$82.3K	﹤0.01%	239
2015 Q4	–	Sell	-137	Closed	-$20K	–	397
2015 Q3	$20K	Hold	137	–	–	﹤0.01%	326
2015 Q2	$24K	Sell	137 -24	-15%	-$4.51K	﹤0.01%	338
2015 Q1	$33K	Buy	+161	New	+$32.7K	﹤0.01%	309

Other funds holding WHR

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return